American Electric Power Co Inc
AEP- Exchange
- Nasdaq
- Industry
- Electric Services
- SEC CIK
- 0000004904
In the last 90 days, American Electric Power Co Inc insiders filed 0 open-market purchases and 1 sale; 1,988 institutions reported holding it in 13F filings for Q2 2026, worth $68.6B in total; superinvestors Soros Fund Management and Icahn Capital hold it.
13F holders, Q3 2024
Institutional positions in American Electric Power Co Inc as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,499
- +85 vs. Q2 2024
- Shares held
- 410.6M
- +52.6M (+14.7%) vs. Q2 2024
- Total value
- $42.1B
- +$10.6B (+33.9%) vs. Q2 2024
- New holders
- 164
- 559 more added
- Sold out
- 79
- 514 more reduced
12 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AEP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,988 | $68.6B |
| Q1 2026 | 1,940 | $59.6B |
| Q4 2025 | 1,862 | $52.1B |
| Q3 2025 | 1,718 | $49.6B |
| Q2 2025 | 1,638 | $45.1B |
| Q1 2025 | 1,672 | $48.1B |
| Q4 2024 | 1,526 | $37.8B |
| Q3 2024 | 1,499 | $42.1B |
| Q2 2024 | 1,426 | $35.4B |
| Q1 2024 | 1,353 | $34.6B |
| Q4 2023 | 1,352 | $32.1B |
| Q3 2023 | 1,278 | $29.3B |
| Q2 2023 | 1,309 | $32.1B |
| Q1 2023 | 1,357 | $34.6B |
| Q4 2022 | 1,389 | $36.8B |
| Q3 2022 | 1,338 | $33.1B |
| Q2 2022 | 1,366 | $36.6B |
| Q1 2022 | 1,382 | $37.6B |
| Q4 2021 | 1,305 | $32.7B |
| Q3 2021 | 1,197 | $29.8B |
| Q2 2021 | 1,197 | $31.2B |
| Q1 2021 | 1,180 | $31.2B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding American Electric Power Co Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pettyjohn, Wood & White, Inc | 7,294 | $748.4K | 0.14% | −97−1.3% | Reduced |
| Argent Financial Group, Inc. | 7,290 | $748.0K | 0.09% | +7,290 | New |
| Capital Advisors Inc | 7,283 | $747.2K | 0.01% | −184−2.5% | Reduced |
| Accurate Wealth Management, LLC | 7,481 | $745.6K | 0.15% | +94+1.3% | Added |
| CAPROCK Group, Inc. | 7,251 | $744.0K | 0.03% | +573+8.6% | Added |
| Farther Finance Advisors, LLC | 7,242 | $743.1K | 0.03% | +224+3.2% | Added |
| Crestwood Advisors Group LLC | 7,191 | $737.8K | 0.01% | +212+3.0% | Added |
| HM Payson & Co | 7,185 | $737.2K | 0.01% | −680−8.6% | Reduced |
| Bard Financial Services, Inc. | 7,155 | $734.1K | 0.09% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 7,251 | $731.1K | 0.26% | +7,251 | New |
| Trueblood Wealth Management, LLC | 7,124 | $730.9K | 0.37% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 7,123 | $730.8K | 0.08% | −26−0.4% | Reduced |
| MKT Advisors LLC | 7,107 | $723.5K | 0.34% | −1,295−15.4% | Reduced |
| Marathon Strategic Advisors, LLC | 7,027 | $721.0K | 0.76% | +3,005+74.7% | Added |
| Prudent Man Advisors, LLC | 6,967 | $714.8K | 0.24% | −2,075−22.9% | Reduced |
| Foundations Investment Advisors, LLC | 6,954 | $713.5K | 0.01% | +346+5.2% | Added |
| ICICI Prudential Asset Management Co Ltd | 6,946 | $712.7K | 0.08% | +1,156+20.0% | Added |
| King Luther Capital Management Corp | 6,924 | $710.4K | 0.00% | +669+10.7% | Added |
| Seelaus Asset Management LLC | 6,875 | $705.4K | 0.65% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,863 | $704.1K | 0.05% | −27−0.4% | Reduced |
| Fox Run Management, L.L.C. | 6,862 | $704.0K | 0.16% | +6,862 | New |
| Welch Group, LLC | 6,852 | $703.1K | 0.03% | +9+0.1% | Added |
| Stonegate Investment Group, LLC | 6,849 | $702.7K | 0.02% | −173−2.5% | Reduced |
| Everstar Asset Management, LLC | 6,847 | $702.5K | 0.48% | +6,847 | New |
| Ti-Trust, Inc | 6,836 | $701.4K | 0.50% | −4−0.1% | Reduced |
| Blue Chip Partners, Inc. | 6,812 | $699.0K | 0.06% | −188−2.7% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 6,810 | $698.0K | 0.56% | −25−0.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 6,788 | $696.4K | 0.09% | 00.0% | Unchanged |
| Bank & Trust Co | 6,780 | $695.6K | 0.56% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 6,765 | $694.1K | 0.12% | +295+4.6% | Added |
| Private Capital Management, LLC | 6,750 | $692.5K | 0.08% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 6,749 | $692.4K | 0.08% | +3,580+113.0% | Added |
| Garrison Point Advisors, LLC | 6,725 | $690.0K | 0.43% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 6,709 | $688.3K | 0.32% | −64−0.9% | Reduced |
| Financial Advocates Investment Management | 6,702 | $687.7K | 0.04% | −227−3.3% | Reduced |
| Peddock Capital Advisors, LLC | 6,699 | $687.3K | 0.17% | +167+2.6% | Added |
| SageView Advisory Group, LLC | 6,674 | $684.8K | 0.03% | −851−11.3% | Reduced |
| Great Valley Advisor Group, Inc. | 6,662 | $683.7K | 0.02% | +455+7.3% | Added |
| Sierra Summit Advisors LLC | 6,658 | $683.1K | 0.16% | +1,740+35.4% | Added |
| Alpha Family Trust | 6,650 | $682.3K | 0.38% | 00.0% | Unchanged |
| Chicago Capital, LLC | 6,646 | $681.8K | 0.02% | +301+4.7% | Added |
| Quadrant Capital Group LLC | 6,638 | $681.1K | 0.05% | +463+7.5% | Added |
| Clarity Financial LLC | 6,625 | $679.7K | 0.08% | −349−5.0% | Reduced |
| Kuhn & Co Investment Counsel | 6,568 | $673.9K | 0.57% | −150−2.2% | Reduced |
| Trust Co of Virginia | 6,565 | $673.6K | 0.06% | −25−0.4% | Reduced |
| South State Corp. | 6,509 | $667.8K | 0.05% | −125−1.9% | Reduced |
| High Net Worth Advisory Group LLC | 6,483 | $665.2K | 0.19% | 00.0% | Unchanged |
| Mendel Money Management | 6,440 | $660.7K | 0.29% | +59+0.9% | Added |
| ARS Wealth Advisors Group, LLC | 6,397 | $656.4K | 0.08% | +10+0.2% | Added |
| KCM Investment Advisors LLC | 6,394 | $656.0K | 0.02% | +4+0.1% | Added |
| Rehmann Capital Advisory Group | 6,259 | $642.2K | 0.04% | −421−6.3% | Reduced |
| Dearborn Partners LLC | 6,248 | $641.1K | 0.03% | +332+5.6% | Added |
| Gibson Wealth Advisors LLC | 6,248 | $641.0K | 0.52% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 6,240 | $640.0K | 0.05% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 6,236 | $639.8K | 0.05% | +117+1.9% | Added |
| Great Lakes Advisors, LLC | 6,228 | $639.0K | 0.01% | +6,228 | New |
| Advisor OS, LLC | 6,201 | $636.3K | 0.06% | +1,156+22.9% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,100 | $625.9K | 0.07% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 7,109 | $623.8K | 0.01% | +3,445+94.0% | Added |
| Premier Path Wealth Partners, LLC | 6,048 | $620.5K | 0.10% | +19+0.3% | Added |
| Jane Street Group, LLC | 6,046 | $620.3K | 0.00% | −167,174−96.5% | Reduced |
| Cornerstone Advisory, LLC | 6,022 | $617.9K | 0.08% | −217−3.5% | Reduced |
| Spears Abacus Advisors LLC | 6,011 | $616.7K | 0.01% | +2,111+54.1% | Added |
| Family Legacy, Inc. | 6,008 | $616.4K | 0.20% | +325+5.7% | Added |
| Essex Financial Services, Inc. | 6,113 | $610.7K | 0.04% | −895−12.8% | Reduced |
| Bank Ozk | 5,908 | $606.2K | 0.25% | +91+1.6% | Added |
| Advisory Resource Group | 5,881 | $603.4K | 0.13% | +10.0% | Added |
| Modera Wealth Management, LLC | 5,854 | $600.6K | 0.01% | −11−0.2% | Reduced |
| Northcape Wealth Management, LLC | 5,798 | $594.9K | 0.19% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5,796 | $594.6K | 0.01% | −2,026−25.9% | Reduced |
| Stanley-Laman Group, Ltd. | 5,782 | $593.2K | 0.08% | +123+2.2% | Added |
| Atlantic Union Bankshares Corp | 5,776 | $592.6K | 0.03% | −8−0.1% | Reduced |
| American Trust Investment Advisors, LLC | 5,755 | $590.5K | 0.24% | +5,755 | New |
| Global Retirement Partners, LLC | 5,754 | $590.3K | 0.02% | −486−7.8% | Reduced |
| E Fund Management Co., Ltd. | 5,744 | $589.3K | 0.03% | +458+8.7% | Added |
| Bryn Mawr Trust Co | 5,737 | $588.6K | 0.01% | +5,737 | New |
| Donaldson Capital Management, LLC | 5,730 | $587.9K | 0.02% | +22+0.4% | Added |
| Schechter Investment Advisors, LLC | 5,719 | $586.8K | 0.04% | −25−0.4% | Reduced |
| Sandy Spring Bank | 5,715 | $586.3K | 0.02% | −65−1.1% | Reduced |
| Liberty Capital Management, Inc. | 5,700 | $584.8K | 0.13% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 5,685 | $583.0K | 0.04% | +70+1.2% | Added |
| Cassaday & Co Wealth Management LLC | 5,673 | $582.1K | 0.02% | +702+14.1% | Added |
| Shulman DeMeo Asset Management LLC | 5,626 | $577.2K | 0.14% | +11+0.2% | Added |
| Diversified Trust Co | 5,625 | $577.1K | 0.01% | +33+0.6% | Added |
| Midwest Professional Planners, LTD. | 5,601 | $574.6K | 0.18% | +582+11.6% | Added |
| Smart Money Group LLC | 5,764 | $569.2K | 0.20% | +24+0.4% | Added |
| Pensionmark Financial Group, LLC | 5,539 | $568.3K | 0.02% | +3,108+127.8% | Added |
| Carnegie Capital Asset Management, LLC | 5,512 | $565.5K | 0.02% | +10.0% | Added |
| Addison Advisors LLC | 5,506 | $564.9K | 0.16% | +4,604+510.4% | Added |
| Atwood & Palmer Inc | 5,500 | $564.3K | 0.04% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 5,500 | $564.3K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 5,494 | $563.7K | 0.05% | +79+1.5% | Added |
| CoreCap Advisors, LLC | 5,481 | $562.3K | 0.03% | +5,481 | New |
| Aberdeen Wealth Management LLC | 5,433 | $557.4K | 0.37% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,413 | $556.0K | 0.10% | −143−2.6% | Reduced |
| City State Bank | 5,405 | $554.6K | 0.20% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 5,401 | $554.2K | 0.12% | +2,801+107.7% | Added |
| Fifth Third Wealth Advisors LLC | 5,382 | $552.2K | 0.03% | +506+10.4% | Added |
| Gladstone Institutional Advisory LLC | 5,357 | $549.7K | 0.03% | −4,251−44.2% | Reduced |
| Advisory Alpha, LLC | 5,327 | $546.7K | 0.02% | +220+4.3% | Added |